Wealth Management Administrator
other jobs Switch Recruitment
Added before 9 hours
- England,London,City of London
- Full Time, Permanent
- £32,000 - £38,000 per annum
Job Description:
We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team.
Responsibilities:
*Providing administration and planning support to Financial Planners and a professional service to new and existing clients
*Undertake client valuations and preparing documentation ahead of client reviews
*Liaising with insurers / providers for new business quotations and updating software accordingly
*Ensuring all client records are kept up to stand and all relevant checks etc are completed
Experience:
*Candidates need to have demonstrable experience of working within wealth management / financial services administration
*Ideally you will hold some professional qualifications, although this is not essential.
*You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally.
*You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks.
In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.
Responsibilities:
*Providing administration and planning support to Financial Planners and a professional service to new and existing clients
*Undertake client valuations and preparing documentation ahead of client reviews
*Liaising with insurers / providers for new business quotations and updating software accordingly
*Ensuring all client records are kept up to stand and all relevant checks etc are completed
Experience:
*Candidates need to have demonstrable experience of working within wealth management / financial services administration
*Ideally you will hold some professional qualifications, although this is not essential.
*You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally.
*You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks.
In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.
Job number 3289259
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Company Details:
Switch Recruitment
Founded in 2004, with the simple goal of providing a professional and reputable service to both clients and candidates, Switch Recruitment has establi...